Investment & Retirement Planner — Tailored Portfolios & Growth

RBC; Toronto; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading financial services provider in Toronto is seeking an Investment and Retirement Planner to create tailored investment solutions for clients. You will acquire new clients while leveraging existing referrals and internal support. The ideal candidate possesses a financial planning designation and a minimum of two years' experience, along with proven networking skills. This full-time position offers competitive compensation, a flexible schedule, and a collaborative working environment.

Benefits

Flexible benefits

Competitive commission structure

World-class training programs

Career development opportunities

Innovative mobile technology

Dynamic team environment

Qualifications

• Minimum 2 years’ experience in financial planning.
• Proven networking and client acquisition skills.
• Ability to cultivate strong partner relationships.
• Digital Savviness, ability to effectively utilize mobile applications.
• Proficiency in Bengali/Mandarin/Tamil.

Responsibilities

• Provide tailor‑made financial planning advice and solutions.
• Acquire and consolidate existing and new‑to‑RBC clients.
• Connect clients with the right RBC team members.

Skills

Adaptability

Business Development

Client Centricity

Curiosity

Education

Financial Planning Designation (QAFP, PFP® or CFP®)

Mutual Funds License (IFIC or CSC)

Job description

A leading financial services provider in Toronto is seeking an Investment and Retirement Planner to create tailored investment solutions for clients. You will acquire new clients while leveraging existing referrals and internal support. The ideal candidate possesses a financial planning designation and a minimum of two years' experience, along with proven networking skills. This full-time position offers competitive compensation, a flexible schedule, and a collaborative working environment.